Past Events

February 6, 2018

How Do The 2017 Tax Changes Affect You? With Suzanne Daggert, CPA

Sonoma Conference Room
4040 Civic Center Drive
San Rafael

Suzanne Daggert, CPA will discuss the frequently asked questions, including:
• So, the deduction for state income taxes plus property taxes is now limited to $10,000 and there are no more personal exemptions. Does that mean my tax bill is going way up?
• I heard pass through entities are being taxed at lower rates. Do I qualify?
• In what cases is mortgage interest now only deductible on mortgage loans up to $750,000, instead of the prior limit of $1,100,000? Should I be considering refinancing, and what are the tax pitfalls to avoid when refinancing?
• Walk through a few sample scenarios, and see how individual taxpayers are being impacted.
• Question and Answer Session